ABL Asset Management Company Limited

ABL IFPF Capital Preservation Plan - I

ABL IFPF Capital Preservation Plan - I



 

Introduction

ABL Islamic Capital Preservation Plan-I (ABL IFPF CPP-I) is an allocation plan based on existing ABL Islamic Financial Planning Fund. The plan ensures the security of your capital and aims to enable you to grow your investment by securing the capital and providing competitive returns to its investors in a shariah compliant way.

Investment Objective

ABL IFPF Capital Preservation Plan-I aims to protect the capital by using CPPI methodology. Constant Proportion Portfolio Insurance (CPPI) is an internationally practiced dynamic asset allocation trading strategy which allocates between risky assets and low risk asset classes. The strategy will allow an investor to enhance exposure to equities in an upward trending market (up to 100%) while preserving the initial investment amount from downside risk in a downward trending market.

Key Features

  • Shariah compliant investment opportunity under the guidance of Al-Hilal Shariah Advisors.
  • Low risk capital preservation strategy reflective of investor’s risk appetite as market conditions change.
  • Maximum possible equity participation upto 50%, based on fund managers outlook on the market.
  • Limited time opportunity to invest in a plan with excellent track record of around 29% returns since inception.
  • A means of diversification for investment portfolios.
  • Actively managed by seasoned and professional fund managers.

Product Suitability*

  • Shariah Compliant Investment solution
  • A Single scheme offering capital protection and competitive returns on investment for a limited period of time
  • Lower Risk as compare to other conventional mutual fund schemes. - LOW
*Investors are encouraged to consult their Investment advisor prior to investing in the product.
Risk Metrics: Low

Fund Performance Highlight

Fund Name FYTD 1 Year FY20 FY19 Return since Inception*
Absolute Returns (%)
ABL IFPF – Capital Preservation Plan-I (ABL CPP-I) 18.58% 18.77% 0.03 2.17 28.62%
Benchmark Returns 19.52% 19.84% 10.55 1.30 27.21%
*Performance start date: Mar 29, 2019

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